Google's decision to cut off China's Huawei could cost it as much as $425 million in lost annual revenue.

That's the estimate from equity research firm Nomura Instinet, which crunched the numbers in response to the news that Google will no longer license its Android smartphone software to Huawei.

Google doesn't have much choice in the matter. The Trump administration placed Huawei on a blacklist this month, making it almost impossible for US companies to do business with the Chinese smartphone and telecom equipment maker.

That means new Huawei devices in markets around the world will no longer be able to run the version of Android that comes with all the latest security patches, access cutting-edge Google services like Assistant, or download apps from the Google Play store.

Huawei's breakup with the Google Play store, in which Google typically takes a 30% cut of every transaction, is where Google stands to lose the most. Instinet pegs the general range in potential lost Play Store sales for Google between $375 million to $425 million.

The biggest impact will be in Europe

Instinet estimated that Huawei currently has around 500 million smartphone users worldwide.

But 52% of Huawei phone owners are in China, where Google Play is not available, according to Instinet's estimates. So Google would only feel an impact in markets — like Europe and Asia (excluding China) — where it profits from app sales today.

Google generated $7 billion in global Play Store sales in 2018, Instinet estimates. The portion of that $7 billion that comes from Huawei phones is likely around $388 million, according to Instinet's calculations. The biggest driver of that revenue is in Europe, where Google generated $190 million from Play Store sales on Huawei devices last year, Instinet reckons. Huawei users in Asia (excluding China) contributed about $137 million in Play Store sales, according the report.

Huawei "switchers" will make a difference

That blow would likely be softened, they wrote, because some users will switch to phones from another manufacturer to be able to access a fully-loaded Android experience. Huawei has announced it was developing its own operating system to replace Android on its devices, but experts are highly skeptical that consumers will react positively to the switch.

"You can build a different OS... but what are consumers going to do for search, for maps, for YouTube?" Carolina Milanesi, Principal Analyst at Creative Strategies, told Business Insider in a recent interview. "All of these things have alternatives, but why would I do that? It's not like Huawei's phones are that amazing that I would forego all the services I've been using for years."

Colin Sebastian, Senior Equity Research Analyst at Baird & Co., told Business Insider that he thinks "most impacted [Huawei] users" will start looking to switch to devices made by other companies.

"My general assumption is that since there aren't really viable alternatives to Android/Google apps (except for Apple), then most impacted users would migrate to other Android devices," Sebastian said. "Obviously there could be a transition period, but my guess is it would happen pretty quickly."

Others, like Managing Director at Wedbush Securities Dan Ives, think Huawei will some lose market share in places like Europe, but that it won't be a doomsday scenario for the world's second-largest smartphone manufacturer.

In terms of revenue losses for Google, Ives estimates that it will be closer to $150 million to $200 million per year. And for a company that brought in over $130 billion in revenue in 2018, Ives said these upcoming losses are a "rounding error" for the tech giant and that "ultimately the bark may be a lot worse than the bite."

Do you work at Google? Got a tip? Contact this reporter via Signal or WhatsApp at +1 (209) 730-3387 using a non-work phone, email at nbastone@businessinsider.com, Telegram at nickbastone, or Twitter DM at @nickbastone.

From tariffs and levies to the Huawei ban, the global tech industry is at the center of an escalating cold war between the US and China.

This clash affects giant tech companies with global supply chains, like Apple, Intel and Qualcomm. And Chinese tech giants like Huawei that want to do business with US companies.

Among the causes for the standoff are accusations of unfair trade practices, economic espionage and military links. It's involved everyone from government officials and tech execs to ordinary consumers.

Business Insider has covered all of the drama, and we've pulled together all our latest reporting on the key areas of conflict in this trans-Pacific showdown. Here's everything you need to know.

Huawei is Samsung's biggest competitor in the worldwide smartphone market. But without Google's Android, it could be difficult for Huawei to expand outside China.

This could make Samsung's position at the top of the smartphone market all the more certain, leaving Apple as the only meaningful threat to its dominance.

If Huawei's foldable smartphone, the Mate X, does not run on Google's Android, it could make the device noticeably less appealing — therefore leaving an opportunity for Samsung to emerge as a leader in the foldable-phone market despite its rocky Galaxy Fold launch.

The biggest winner in the US government's battle with China's Huawei could turn out to be Samsung's smartphones.

The South Korean tech giant has seen its perch at the top of the smartphone market threatened by Huawei's surging tide of handhelds. And Samsung's recent missteps in the rollout of its cutting-edge foldable phone, which was delayed because of quality problems, have added further uncertainty to Samsung's reign.

But the Trump administration's decision to put Huawei on a US trade blacklist could be the helping hand Samsung needs to retain its status as the world's unrivaled smartphone superpower.

While Huawei says it has built its own homemade smartphone operating system that will be ready by next year, there's no guarantee that consumers will buy Huawei phones if they have a new, unknown operating system, especially if that means the phones don't have system-level access to popular Google services such as Gmail and Google Maps.

That's potentially good news for Samsung, which has been steadily losing market share to Huawei. In the first three months of 2019, Samsung accounted for 23.1% of the worldwide smartphone market, representing an 8.1% decrease from the year-ago period, according to the International Data Corp. Huawei's position jumped 50% year-over-year to claim a 19% share of the market in the first quarter.

Besides Huawei, no other smartphone maker comes close to Samsung in terms of the global market share. Apple trailed in third place with 11.7% of the market in the first quarter, whereas the China-based smartphone maker Xiaomi ranked fourth with 8% of the market.

If Huawei sees a dip in smartphone sales as a result of these new US government requirements, rivals like Apple and Xiaomi would still have a lot of catching up to do in order to endanger Samsung's spot at the top.

An Apple backlash in China

That's not to say it's impossible and that Samsung's position at the top is guaranteed. The smartphone market often fluctuates between quarters based on a variety of factors, with Apple and Huawei usually switching back and forth to place in second behind Samsung. In the fourth quarter of 2018, for example, Apple held 18.2% of the worldwide smartphone market, coming very close to Samsung's 18.7% lead. Huawei placed in third with 16.1% of the market — although its share grew by 43.9% year-over-year, while both Apple's and Samsung's declined.

But some analysts believe that the backlash against Huawei in the US could hurt Apple's business in China. A team of analysts at UBS recently circulated a note citing the treatment of Huawei in the US as a potential risk to Apple, writing that nationalist sentiment has been known to sometimes affect foreign goods in China. People in China also recently called for a boycott of Apple's products after the Trump administration's decision to put Huawei on a trade blacklist, according to BuzzFeed News.

To be sure, Samsung's smartphones do not have a strong presence in China, according to data from Counterpoint Research, which doesn't even break out the Seoul-based tech giant in its ranking of the top smartphone vendors in the region.

But China is important for Apple's business; it's the company's third-largest market, and the iPhone accounted for 12% of China's smartphone market as of the fourth quarter of 2018, according to Counterpoint Research. If there is a boycott against Apple products in China, it could make it more difficult for the company to broaden the iPhone's reach and catch up to Samsung's global market share.

The folding-phone debacle

There's another key way Samsung could stand to benefit from Huawei's misfortunes when it comes to the smartphone space: foldable phones. Samsung's Galaxy Fold got off to a rocky start to say the least after small number of reviewers reported that the device's screen had broken, prompting Samsung to indefinitely delay the Fold's launch. Samsung still hasn't said when the phone would be released.

But the new restrictions Huawei faces when working with US companies could give Samsung's Galaxy Fold a second chance.

Huawei unveiled its Mate X foldable phone just days after Samsung debuted the Fold in February, showcasing an impressively designed device with a crease that appeared to be less noticeable than the one found on Samsung's phone. Huawei hasn't announced when the phone would be released yet, making it unclear whether or not it will be able to run on Google's Android software. The US government has granted Huawei a 90-day reprieve that allows it to maintain and support its products until August 19. But we don't know if the Mate X will launch before then, although a report from GizmoChina suggested it could be released in June.

Losing Android would be a tough blow for Huawei, but it's especially damaging for a device as expensive as the Mate X, which will be priced at around $2,600 when it launches. For shoppers outside of China, not having Google's widely popular suite of services and its enormous app store could drastically lower the Mate X's value proposition should it not run on Google's software. There's also the concern as to whether or not the software on Huawei's Mate X will be as feature-rich and polished as foldable phones that run on Google's Android, considering the search giant has tailored the next version of Android to make it adaptable to foldable form factors.

Of course, Huawei and Samsung are not the only companies working on foldable devices. Xiaomi and Motorola are developing foldable phones of their own, but neither of those products seem as far along as those made by Samsung and Huawei. That could leave Samsung with an opportunity to own the nascent foldable-smartphone market for a considerable amount of time should it relaunch the Galaxy Fold in the near future.

It's too soon to know precisely what will happen to Huawei as a result of the US government's recent trade sanctions. The company has said it has been working on its own operating system to replace Android, and Ren Zhengfei, the company's CEO, recently told the Nikkei Asian Review that he expects the company's growth to slow only a little bit. But even if Zhengfei proves to be correct, and Huawei's growth only mildly slows, that's still bound to be good news for Samsung's reign over the global smartphone market.

Google rolled out a new feature you can use in Search, Maps, and Google Assistant that lets you order restaurant delivery without downloading a delivery app on your mobile device, or visiting a delivery service from your computer.

Google's new feature doesn't have a name, but you should now see a "Order Online" option when you search for a restaurant in Search, Maps, and Google Assistant, at least if that restaurant is part of a delivery service that Google has partnered with.

The new "order online" feature isn't specifically just Google. It works in partnership with delivery services like DoorDash, Postmates, Delivery.com, Slice, and ChowNow. Google said it's adding new services like Zuppler "and others" soon.

Google's "order online" feature basically lets you order delivery from a restaurant without worrying if the restaurant is part of the delivery service you use. It'll show which delivery service the restaurant works with, as well as the delivery fee that the service might have.

If you don't have an account with the delivery service being used with Google "order online" feature, it'll quickly create one with your Google account.

First, in your browser, search for a type of food or restaurant you want to get delivery from.

Once you pick one, and the restaurant is part of a delivery service that Google's 'order online' feature supports, tap 'Order Online.'

The next page will show you what delivery service works with that restaurant, as well as the delivery fee it might have. In this case, it's DoorDash, and the delivery fee is $5.99.

Then, pick what you want from the menu.

Choose from the options for that menu item.

Then you'll be returned to the menu, if you want to pick anything else. When you're done picking, tap "View Cart" towards the bottom

You'll see your cart. If you don't have an account with DoorDash, tap "Sign In."

Google's will create an account quickly and easily for DoorDash, or whichever delivery service is being used, using your Google account.

Once Google has signed you up for the delivery service, you can tap "Checkout."

Review your order and payment method. If your Google account doesn't already have your credit card information stored, you can enter it now. Then tap "Place Order" and your food is on the way. It's pretty neat!

An estimated 37.6 million Americans will be on the road during Memorial Day weekend, according to AAA, making it one of biggest holiday travel weekends of the year.

For many, the national holiday represents the start of the summer, and the warm May temperatures and final days of school encourage people to travel. Of course, that also means that there will be significantly more traffic in the days leading up to Memorial Day, especially around major cities.

We reached out to Waze, the GPS navigation software company that powers Google Maps, to find out where we can expect the biggest increases in Memorial Day traffic. AAA also provided some helpful statistics to help drivers navigate the roads during the busy holiday weekend.

Here's what we learned that will help you plan your Memorial Day drive:

These 10 cities will be the most visited vacation destinations during Memorial Day weekend, according to AAA.

Orlando, Florida, and New York City will be the most popular travel destinations during Memorial Day weekend, based on data from AAA. Other cities in the top 10 include:

Las Vegas

Honolulu

Anaheim

Seattle

Phoenix

Anchorage

Tampa

San Francisco.

Traffic will be heaviest in the afternoons, with the worst congestion happening between 3:30 p.m. and 7 p.m. in most metro areas. AAA reports that drivers near Atlanta and New York can expect their trips to take up to twice as long, while travel times in Washington, D.C., and Boston could triple on the afternoon of Memorial Day.

People flying into Orlando, Los Angeles, Denver, Las Vegas, and San Francisco should expect the longest wait times for rental cars, according to Hertz. Friday, May 24 will be the busiest day for rental pickups, and the average rental length is five days.

Waze says New York, Philadelphia, and Chicago saw the biggest traffic increases among major cities last year.

On Memorial Day 2018, drivers in New York, Philadelphia, and Chicago saw the greatest increase in their average time spent in the car compared to the distance they actually travelled.

The Chicago metro area saw 16% more drivers on Memorial Day, and traffic speeds slowed up to 33% between 3 p.m. and 5 p.m. New York and Philadelphia both saw a 10% increase in drivers, and traffic speeds were between 14% and 16% slower during the morning and evening rush hours.

Los Angeles saw an 11% increase in drivers and a 10% slowdown in traffic nearly all day, from 5 a.m. to 4 p.m., Waze reports.

Cemeteries, beaches, and movie theaters will see major increases in traffic during the holiday weekend.

Not all Memorial Day travel is for vacation. Cemeteries also see many more visitors, thanks to celebrations, parades, and people coming to pay respects to fallen members of the armed forces.

Last year, the number of people using Waze to navigate to cemeteries increased by 159% on Memorial Day, compared to the Mondays before and after the holiday. Roughly three times as many people went to the beach on Memorial Day, and more than twice as many people went to the movies, according to Waze.

If you're visiting a major city, some traffic will be inevitable, but the best thing you can do is be prepared.

Of course, the best way to avoid long delays while driving is making a clear plan to avoid rush hour congestion.

Waze has a Planned Drives feature that will help you chart a path based on when you need to reach your destination, avoiding the most congested areas when possible.

Google Maps and Apple Maps will also let you view predicted traffic for the time you plan to depart, or check when you should plan to depart if you hope to arrive by a specific time.

While some traffic is inevitable when you're visiting a major city, avoiding peak rush hours will at least keep you from suffering doubled or tripled travel times. Regardless of where you drive, be sure to get plenty of sleep, and save your energy for your trip instead of yelling at other drivers.

Generation Z, defined as customers born between 1996 and 2010, hold up to $143 billion in spending power, but haven't yet developed brand loyalties that dictate where they store and spend that money.

For banking and payments providers, attracting these customers while they're young could lead to lucrative relationships throughout their lives, with value increasing as they age, earn more money, and expand the number of financial products they engage with.

Most Gen Zers haven't started using financial products beyond a bank account, which makes them a ripe opportunity for players in the space.

As a result, many firms target millennials and Gen Zers together in a push to attract younger customers, but this could be limiting their ability to effectively capture the interest of tweens, teens, and young adults, because Gen Z differs from their older counterparts. As a group, they're more responsive to influence from friends and peers than they are to traditional advertising, less likely to remember life before the internet, and more open to a wider variety of financial service providers than other consumers.

Understanding what makes Gen Zers tick is critical for marketers, strategists, and developers looking to cater to these younger customers and build out a suite of products, tools, and services that they'll want to adopt. In this report, Business Insider Intelligence will use a six-point framework — developed based on industry research and conversations — to explain the core attributes that Gen Z values in a product.

It will then explain how each of these attributes can be applied to banking and payments products, and offer actionable recommendations, strategies, and examples for how to implement them to grab younger customers ahead of the competition.

Gen Z's lack of financial services product adoption offers providers a long runway for growth. While two-thirds of Gen Zers have a bank account, many don't yet use debit cards, haven't aged into credit cards or loans, and aren't responsible for the bulk of their own spending. As they navigate life transitions, like going to college or getting a first job, there's ripe opportunity for providers to engage these customers.

Gen Z is more interested in digital payments products and services than any other generation. While adoption of mobile wallets has been tepid among the general population and P2P apps, like Venmo and Zelle, are just now gaining traction among older users, Gen Zers are diving in head first: Over half use digital wallets monthly, and over three-quarters use other digital payment apps or P2P apps in the same time frame.

To attract, engage, and retain Gen Zers, financial services firms must develop products that are social, authentic, digital-native, and educational, offer value, and evolve over time. This combination, which emphasizes key attributes that Gen Zers value, serve as a roadmap for developing offerings with features that appeal to these users in both the short and long run.

Subscribe to aPremiumpass to Business Insider Intelligence and gain immediate access to this report and more than 250 other expertly researched reports. As an added bonus, you'll also gain access to all future reports and daily newsletters to ensure you stay ahead of the curve and benefit personally and professionally. >>Learn More Now

The choice is yours. But however you decide to acquire this report, you've given yourself a powerful advantage in your understanding of the fast-moving world of Payments.

When Valeriy Ovechkin, a Square software engineer, started on the team for Square's restaurant app, Caviar, it was written completely in Java.

Java, one of the most widely used programming languages, was created by Sun Microsystems, the company later acquired byOracle, and commonly used to write databases and Android apps.

But Java, which dates back to 1995, can be a bit clunky, developers say. Increasingly, Android engineers are instead using a newer open-source programming language, Kotlin, to write their apps. As for Caviar, it's now 100% in Kotlin.

"Kotlin in itself is a modern programming language," Ovechkin told Business Insider. "I've seen other features in Kotlin that make development more delightful. Kotlin is easier to pick up and more expressive. Writing the same code in Kotlin usually results in fewer lines of code."

Kotlin has quickly skyrocketed in popularity. It's used by companies like Google,Square, Pinterest, Pivotal, andAtlassian. It's thefastest-growing programming language, according to GitHub, the "Facebook for programmers," growing over 2 1/2 times in the past year. It was voted one of the five most loved languages,according to Stack Overflow, a site for developers to ask and answer questions about code. There are even meetups focused on Kotlin.

"What is interesting with Kotlin is basically it leverages the existing skills of Java developers and finds the right tradeoffs to provide new features and provide things that make Java developers more efficient without going too far," Sébastien Deleuze, a Pivotal engineer, told Business Insider.

Don't believe what you hear — switching between iPhone and Android is actually quite easy.

I should know: I've been writing about technology for the past six years, and I've switched between a dozen different smartphones in that time. Whether I'm using an iPhone or an Android phone, everything comes with me.

I never lose a contact, and my calendar switches seamlessly. Even my notes come with me!

As an additional bonus, it offers a second backup method for your contacts list just in case something happens to your phone's backup file.

By using Google as my primary ecosystem, my digital life goes with me wherever I do.

I use Google Chrome on my computer (a MacBook Air) and my phone (a Google Pixel 3a). By logging in with my Google account, I have full access, on any device, to all my bookmarks and saved passwords and every other convenience that comes with modern, customizable web browsers.

I use Google Keep as my primary notes app. I add notes to it on my phone, and they show up instantly on the web version of Google Keep. My notes come with me to any device I'm using, just like my contacts (Google Contacts) and my photos (Google Photos) and my email (Gmail).

I could be using an iPhone XS, an iPad Mini, a Samsung Galaxy S10, or whatever else — it doesn't matter. I no longer consider the difficulty of switching devices, because it no longer exists. I move my SIM card to the new device, log in to Google services, and I'm good to go.

If I were using iCloud, Maps, Contacts, and Apple's other "ecosystem" hooks, switching devices would be far less easy — it would make much more sense for me to just get another iPhone, even though I have no interest in spending $1,000 on a phone without a headphone jack. It's that lack of flexibility in Apple's approach that pushes me away.

I use Android phones primarily nowadays, but I used iPhones for years. I use whatever phone is best, regardless of operating system or manufacturer.

Apple makes incredibly nice phones. I've owned and loved the iPhone 3G, the iPhone 4, the iPhone 5, the iPhone 6, and I briefly used an iPhone 7 as my main phone. (I didn't love it.)

Google also makes incredibly nice phones. I've used and loved several Google Nexus phones, and the Google Pixel 3a I'm using is as close to perfect as it gets for me.

I typed this on a MacBook Air, which I consider the best laptop in existence. I like Apple hardware a lot! But I also like my TCL television, and my Sonos speakers, and my Xbox One — I kinda don't care even a little bit who makes the product, as long as it's great.

In the case of using Google's services over Apple's, Google simply makes a stronger argument by offering a better product. It's great whether you're an Apple devotee or an Android superfan or, more likely, just a person looking to easily manage their digital life.

The most crucial things that Google does: contacts and calendar.

If you're using Apple's Calendar instead of the one tied to your Gmail account, you're making life harder than it needs to be.

Let's say you and some friends are planning a trip. Some of your friends have iPhones, and some don't. But everyone has a Gmail account! And if they don't have a Gmail account, it's free. Why tie something as important as your digital calendar solely to Apple devices?

It's the kind of little choice that has a major impact. That same logic applies to Google Contacts, which enables the easy transfer and backup of your entire contacts list.

And in both cases, if you prefer using Apple Calendar and Apple Contacts for your organization and backup needs, you can do that and still use Google services to easily transfer your stuff, should the time ever come to move.

But I'd urge you to take the plunge now — it'll make your life easier in the long term.

OK, yes, there are two issues: the App Store problem, and text message history.

I own a bunch of apps tied to my Apple ID that work only on iOS devices. I paid for the weather app Dark Sky (like an idiot) and a whole mess of games over the years. My copy of "Super Mario Run" is tied to iOS. It stinks.

Similarly, I own a bunch of apps tied to my Google login. They work only on Android devices. It stinks.

There is no solution to this problem, as iOS and Android are just different platforms. The most heartening thing I can say here is that most of the apps I use regularly — the same ones I'm betting you do too — don't cost any money. The various social media apps, and stuff like Uber or Lyft and HQ Trivia, are all available on both platforms for free.

If you own a large library of paid apps on either platform — apps crucial to your life — you should stick with that platform. For me, I'm not missing anything from platform to platform.

The same applies to text messages: If you're big into keeping your text message/iMessage history in perpetuity, you can't easily bring that from one to the other. That's a deal-breaker for some folks, but I assure you: let them go. There's a solid chance you're never going to review text message logs from last month, let alone years ago.

Since the US government blacklisted the Chinese tech giant Huawei, a slew of companies have cut ties with the firm.

Last week, President Donald Trump signed an executive order declaring a national emergency that allowed Huawei to be designated as a national security risk, leading the Department of Commerce to place the firm on an "entity list." This means US firms have to seek government permission before doing business with Huawei.

Big US firms were quick to respond to the order, though Huawei subsequently received a three-month license to get its house in order before the blacklisting fully kicks in. It isn't just American companies that are cutting ties, however.

Here is a rundown of the biggest firms that are severing business relations with Huawei.

Google

Shortly after Huawei was blacklisted by the US government, Google announced that it was revoking the company's access to its Android service. Bloomberg reported that Google had cut off supply to hardware as well as software.

The news was a huge blow to Huawei, as all of its phones a run on Google's Android operating system. It means millions of Huawei customers could lose access to security updates and suffer other disruption.

After the Department of Commerce granted Huawei a 90-day reprieve before the ban fully kicks in, Google said it had put its Android suspension on hold. But at the moment, this is simply delaying the inevitable.

Huawei has been working on building its own operating system as a "plan B" for years, and though little is known about it, an executive told CNBC it could be ready for China by this fall and for the rest of the world in the first or second quarter of 2020.

Qualcomm

Key US chipmaking companies such as Qualcomm were quick to act. Three days after Huawei was blacklisted, Bloomberg reported that Qualcomm had told its employees it wouldn't be supplying Huawei until further notice.

Intel

Intel was another big name on the list of American chipmakers to cut Huawei off, though according to Bloomberg, Huawei has stockpiled at least three months' worth of chips and other components in anticipation of a ban.

Panasonic

The Japanese tech behemoth Panasonic on Thursday announced it had cut ties with Huawei. "We've stopped all business transactions with Huawei and its 68 group companies ... that are subject to the US government ban," a spokesman told The Guardian.

Arm

The UK chip designer Arm issued a memo to employees telling them to stop "all active contracts, support entitlements, and any pending engagements" with Huawei, the BBC reports. The memo said its designs contained "US-origin technology."

Arm licenses its technology rather than manufacturing chips itself. The Economist's Hal Hodson pointed out on Twitter that companies typically buy up licenses from Arm several years in advance, meaning it's possible that Huawei has two to three years' worth of licenses stored up.

Vodafone

The UK's largest mobile carrier, Vodafone, on Wednesday announced it was dropping Huawei handsets from its 5G launch, which is due July 3.

"We are pausing preorders for the Huawei Mate 20 X (5G) in the UK," a spokesman told The Guardian. "This is a temporary measure while uncertainty exists regarding new Huawei 5G devices. We will keep this situation under review."

EE

The British mobile carrier EE joined Vodafone in excluding Huawei from its 5G plans, which are due to launch May 30.

EE told The Guardian it took the decision to can Huawei's 5G phones following Google's withdrawal of Android.

Telefonica and Three: under review

Spanish telecoms giant Telefonica, which owns UK mobile network operator O2, said it is "reviewing the details of the executive order to understand any potential implications for our customers," Reuters reported.

British mobile network operator Three is also reviewing its relationship with Huawei ahead of its 5G launch. "We are currently considering what all the implications are. We will evaluate what impact this has on the customer, both short and long term, and act accordingly," a Three spokesman told the Telegraph.

The Trump administration's assault on Huawei could end up harming Google and other US tech giants, according to Gregor Berkowitz, a tech-industry consultant with extensive experience in China and Asia.

The US government's move to bar the Chinese device maker from using US tech products and services could encourage it to promote Chinese apps and services outside China, Berkowitz said.

That could give companies such as Baidu a leg up on Google and ones such as Didi a leg up on Uber in areas of the world where Huawei is strong, he said.

But the iPhone maker may not be the only tech giant that suffers collateral damage in the conflict, warns Gregor Berkowitz, a longtime tech-industry consultant. The administration's moves against Huawei could end up giving the Chinese competitors a leg up on US behemoths such as Google and harm those tech giants' ability to compete, particularly in the developing world, he said.

"There are many secondary effects" of the attack on Huawei "that are maybe more significant than the primary effect," Berkowitz said.

Last week, as part of its targeting on Huawei, the administration issued an order allowing it to bar US companies from supplying Huawei with their products and services. That move not only barred smaller component makers from selling their products to the Chinese company, but it also will prohibit Google and other tech companies from offering their software to Huawei. On Monday, the US government gave Huawei a temporary reprieve from the restrictions, allowing it to continue to work with US companies to serve current customers.

As part of the restrictions, Huawei will no longer be able to use the Google-supplied version of the Android operating system, nor will it be able to offer its phone users access to the Google Play app store. The company has said it is working on its own homegrown alternatives to both.

Chinese alternatives to Google and Facebook could get a boost

Huawei is the second-largest smartphone maker. Though its phones haven't gotten much traction in the US, they're popular in China and in many other countries.

Inside China, Huawei already offers local alternatives to US tech services, because Google's Play store and many US apps and services — such as Facebook and Uber — are unavailable there. But now that it's unable to work with US companies, Huawei will most likely start promoting those Chinese alternatives outside China, Berkowitz said.

"People like Google begin to lose out, because Huawei will point its search at Baidu, not at Google," Berkowitz said. He went on to say that as the US and China's trade war heated up, "we're going see that set of Chinese suppliers begin to spread throughout the world."

Many US tech companies have struggled to gain traction in China or, finding themselves in untenable positions because of the country's censorship and domestic surveillance policies, have abandoned the market. Now, they may find themselves in losing out to Chinese firms in developing countries also, Berkowitz said. Huawei could promote Didi's ride-hailing services instead of Uber's or the Chinese messaging service WeChat instead of Facebook's WhatsApp, he said.

US tech companies may face the prospect not only that they could face trouble in China but also "that Baidu becomes the default search engine for India and for consumers in Africa and the email provider and online transaction provider," Berkovitz said.

In the developing world, price trumps all

At least right now, US tech services in general tend to be better known and more popular outside China than their Chinese rivals. But that brand strength may not matter all that much in developing countries.

Much of Huawei's success in the smartphone market has come from offering devices with top-end features at prices that are significantly lower than their rivals'. If a Huawei phone is selling in a developing country at a steep discount to the price of an iPhone or a Samsung phone there — but is perceived to offer similar features — it's going to be attractive to consumers in those countries, regardless of whether it has the Google Play store or Google's search app, Berkowitz said.

What's going to matter to such customers is "more pure economics and the cost of the phone," he said.